Ways to workApp
You drive. The Agent helps.
Deals, documents, stock, HR and reports on screen, all on the same records. The Agent works beside you in a side panel on every page, with your permissions.
Everything on screen.
For work you want your hands on: reviewing a pipeline, shaping a document, setting up the organization.
Every module, one set of records
CRM, quotes and invoices, purchasing and stock, projects, HR and forms work on the same records, so a deal, its invoice and the stock it moves are linked, not copied.
The Agent beside every page
A side panel on every page and a page of its own. It answers from your records and proposes changes as cards you approve.
Your own objects
Add objects and properties for your trade, or switch on an industry pack in one step.
Control & audit
Roles, access to each property and approval rules decide who may do what, and the audit log records who did what and from where.
One organization, whichever way you work.
- The same records. A record the Agent changes in the chat is the record you open in the app.
- The same account. Sign in on either address with your email and password.
- The same rules. Your role, access to each property, the autonomy mode and the approval rules apply in both.
- The same AI. The Agent runs on your organization's AI credits or its own AI provider key in both.
- From the chat, "Open the app" in the account menu takes you to the app.
Start in the app, or in the chat.
Both are the same organization: use the app to look and shape, and the chat to hand work over.